What you can do: Integrate with CRM
Enabling synchronization with Pulse360 and your CRM allows you to sync your contacts, appointments/events, create tasks, workflows, and keep your notes available at all times. All work done in Pulse360 will automatically sync into your CRM - No double work. We currently integrate Wealthbox CRM, Redtail CRM, and Salesforce.
How: Step by step directions
1. Navigate to "Onboarding" > "Essential tasks" > "Synchronize your data with a CRM"
2. Follow the links below for your CRM to find detailed steps on how to connect to each CRM:
- Connect Redtail
- Connect Wealthbox
- Connect Salesforce
- Integration with CRM is necessary for task/workflow creation. You can still create a task in the app without connecting your CRM, but in this case, it will only be reflected in the app.
- To use tasks in Redtail and Wealthbox, link users between Pulse360 and your CRM.
How to Create Tasks in your CRM
What you can do: Create Tasks In Pulse360, you can attach tasks to your notes that will create tasks within your connected CRM. Check here how to connect CRM: How to Connect Your CRM To assign tasks to your team members, you need to configure ...
How to Trigger a Workflow in your CRM
How: Trigger Workflows from Pulse360 From within Pulse360, you can trigger workflows in your CRM automatically. It is done similarly to task creation. Add a Workflow when Creating a New Note When adding a new note, press the “Trigger Workflow” tab ...
How to Connect Your Email
What you can do: Send emails from Pulse360 using your email When you connect your email with Pulse360, it will send emails using your email address. These emails will sit in your Inbox. How: Step by step directions on how to do that: 1. Navigate ...
How to Add Client Information
What you can do: Add Client Information into Pulse360 With CRM Integration When it comes to bringing in the clients' information to Pulse360, it is a one-way sync from your CRM to Pulse360. If a new client needs to be added, create them in your CRM - ...
How to Create Events
What you can do: Create events in your CRM Events (or appointments) are the meetings that you have with your clients. If you have your CRM connected with Pulse360, you can simply create your meetings within your CRM and Pulse360 will automatically ...